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Prepare to return to the ‘market of professionals’

A rising tide lifts all boats – but this one is starting to recede. After the post-Covid liquidity mania, the best of the best will have a chance to prove themselves once again. The world’s stock pickers have been in a rut these last few years. A phenomenal bull market has given them little chance…

Lachlan Maddock | 8th Apr 2022 | More
Can investors ever trust carbon data?

Net-zero pledges on carbon emissions are everywhere – but you can’t manage what you can’t measure. We know that the vast majority of the ~37 billion tonnes of industrial carbon dioxide emitted annually comes from companies. But there’s still an enormous data gap at the company level for investors to truly understand the losers and…

Ben McNeil | 8th Apr 2022 | More
  • Higher rates don’t mean the end of fixed income

    There has been a saying in markets for the last few years that fixed-income investments, favoured for their guaranteed returns and correlation benefits, have actually become “fixed-loss.” The driving factor was the threat (and now, realisation) that bond yields and cash rates were set to turn higher, reversing a four-decade tailwind. Naturally, these types of…

    Drew Meredith | 8th Apr 2022 | More
    How YFYS is reshaping investment strategies

    Your Future Your Super (YFYS) will make super funds bigger and more risk averse – except when it doesn’t, according to a new report from J.P. Morgan Asset Management (JPMAM). The report, which follows J.P. Morgan’s inaugural survey of super fund executives, shows that CIOs are now adapting their investment strategies to the demands of…

    Lachlan Maddock | 6th Apr 2022 | More
  • US prepares for tough medicine

    While markets have so far shrugged off the inevitable rate rises, there’s plenty more to come – and the global outlook keeps getting gloomier. The Fed’s decision to unleash massive monetary stimulus in the early days of Covid-19 (and in nearly every economic crisis before it) ushered in a brief golden age for markets. But…

    Lachlan Maddock | 6th Apr 2022 | More
    Harmony between treasuries and equities in money, the musical

    Investors will have to retune expectations in line with changing market harmonics, global consultancy firm Oliver Wyman notes in part three of a five-paper opus delivered earlier this year. Based on data covering a 150-year period, the Oliver Wyman series concludes that investors must turn to more sophisticated tools to appreciate the complex tones of…

    David Chaplin | 31st Mar 2022 | More
    Guard against ‘unintended consequences’ of Ukraine: BCA

    The fight in Ukraine is unlikely to spill over into a shooting war between Russia and the NATO countries. That doesn’t mean impossible, and investors “should absolutely worry about unintended consequences.” For the last month or so, investors have been reading the entrails of a beast they’re broadly unfamiliar with – geopolitics – to determine…

    Lachlan Maddock | 31st Mar 2022 | More
    How new quants combine best of both worlds

    Quantitative investment management has undergone a massive lift in profile in recent years, largely due to the rise of ETFs and smart-beta strategies. But the ‘new quants’, as they are being called, are going much further than that. While hardly new to the space, Harindra (Harin) de Silva, a lead portfolio manager at Allspring Global…

    Greg Bright | 31st Mar 2022 | More
    Alpha awaits in activist strategies: Frontier

    It’s a truth universally acknowledged that equity market returns are likely to be muted going forward. But salvation might arrive in the form of domestic activist strategies. “From a timing perspective, we think the forward-looking environment presents a much more challenging return outlook for equity investors given the extended low interest rate and bull market…

    Lachlan Maddock | 30th Mar 2022 | More
  • APRA seeks to prove its theory of scale

    APRA’s orthodoxy on scale and its importance to funds has been disputed by all comers, with “massive and passive” a common refrain. But the regulator is hoping to prove that bigger really is better. One of the more controversial moments of Helen Rowell’s career as APRA’s superannuation executive was the claim that any fund below…

    Lachlan Maddock | 30th Mar 2022 | More
    It’s the end of the world (as we know it)

    Fifteen years ago, Thomas Friedman said that globalisation had finally made the world “flat” and that a golden age of prosperity was upon us. A month ago, that stopped being true. Love him or loathe him (and many lean towards the latter), Thomas Friedman occasionally hits the nail on the head. In his 2005 book…

    Lachlan Maddock | 25th Mar 2022 | More
    Institutions grapple with gloomy new investment order

    In a world where the fundamentals of long-term market dynamics have “lost relevancy”, institutional investors are pondering a wall of worry – and having trouble figuring out how to climb it. A survey of the world’s largest institutional investors at a time like this will deliver some gloomy responses. Indeed, many investment officers seem to…

    Lachlan Maddock | 25th Mar 2022 | More
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